Filed January 28, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KOBO WEALTH CONSERVANCY6+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $16,996 |
Service code 38 · EIN 35-0145825 | Participant Communication | $12,499 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,639 | $61,156-46.6% | $185,823-82.4% | $79,386-58.9% |
| Participation rate | 82.4% | 66.6%+15.8pp | 81.7%+0.7pp | 70.7%+11.7pp |
| Annual return | 24.33% | 19.45%+4.9pp | 122.05%-97.7pp | 116.85%-92.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,445 | $2,789-48.2% | $5,568-74.1% | $4,046-64.3% |
| Admin fee / account holder | $138 | $710-80.5% | $16,237-99.1% | $626-78.0% |